Koesten Hirschmann & Crabtree’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio NUSC Stock Details NUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,190	Closed	-$45.6K	–	351
2025 Q1	$45.6K	Buy	1,190 +210	+21%	+$8.71K	0.03%	87
2024 Q4	$41K	Hold	980	–	–	0.02%	87
2024 Q3	$42K	Sell	980 -10	-1%	-$412	0.02%	87
2024 Q2	$41.2K	Hold	990	–	–	0.03%	95
2024 Q1	$41.2K	Hold	990	–	–	0.03%	95
2023 Q4	$38.7K	Hold	990	–	–	0.03%	80
2023 Q3	$34.5K	Sell	990 -40	-4%	-$1.48K	0.03%	68
2023 Q2	$38.1K	Hold	1,030	–	–	0.03%	69
2023 Q1	$36.5K	Hold	1,030	–	–	0.03%	78
2022 Q4	$35.2K	Buy	+1,030	New	+$35.9K	0.03%	79

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koesten Hirschmann & Crabtree's NUSC Position: Q2 2025 in Review

Koesten Hirschmann & Crabtree sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 1,190 shares — an estimated $45.6K sold.

Koesten Hirschmann & Crabtree first reported a position in NUSC in Q4 2022 and held it in 10 quarters. The position peaked at $45.6K in Q1 2025. 241 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

Koesten Hirschmann & Crabtree reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 1,190 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $45.6K.
Koesten Hirschmann & Crabtree first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 10 quarters.
Koesten Hirschmann & Crabtree's Nuveen ESG Small-Cap ETF position peaked at $45.6K in Q1 2025.
241 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2025, filed 15 Aug 2025.